24-Hour AI News: Nvidia Invests in Intel, US and UK Sign Agreement; Domestic AI Applications and Computing Power Accelerate on Both Fronts

In the past 24 hours, Nvidia announced a $5 billion investment in Intel and plans to jointly develop next-generation data center and PC products. The US and the UK officially signed the "Technology for Prosperity Agreement," announcing hundreds of billions of pounds in technology investment and strengthening AI infrastructure. Google deeply integrated Gemini into Chrome. Microsoft increased its investment in the Wisconsin AI data center to over $7 billion. Italy passed the EU's first national AI law. Domestically, QuestMobile revealed that Baidu's AI search has 365 million monthly active users. The CCF (Baidu Songguo Fund) announced that 29 young scholars have received funding. Huawei unveiled its ultra-large cluster strategy at the All-Connect Conference. The China-ASEAN Expo established a 10,000-square-meter AI pavilion. Guangxi's first offline "AI Digital Pharmacist" launched. This provides balanced coverage of both Chinese and international information. 1. Nvidia announced a $5 billion investment in Intel, with the two parties collaborating on data center and PC chip development. The transaction value is $5 billion, with a consideration of $23.28 per share. Intel's stock price rose approximately 23% after hours (September 18-19). 2. The two parties will jointly develop products that deeply couple Intel CPUs and Nvidia GPUs via high-speed interconnects, and promote the use of x86+RTX SoCs in personal computers. 3. Industry analysts predict this collaboration will reshape the data center and PC ecosystems, with a ripple effect on AMD's foundry business. 2. The US and UK signed the "Technology for Prosperity Agreement," with AI and quantum computing at its core, announcing over £150 billion in new investment. 1. Signed on September 18, the agreement focuses on artificial intelligence, quantum computing, and civilian nuclear energy, establishing a cross-border research and industrial collaboration mechanism.

1. Announced record new investment in the UK, including commitments and expansion by several US companies in AI data centers and supercomputing.
2. The agreement is accompanied by several inter-departmental memoranda of understanding, clarifying acceleration paths and talent programs for AI applications in healthcare and drug development.

Third, Google will deeply integrate Gemini into Chrome and open AI Mode to US desktop users for free.

1. Starting September 18th, the Gemini button and "AI Mode" (address bar entry) will be available to US desktop users, supporting cross-tab research and task execution.
2. More "agentic" capabilities will be introduced in the future, such as automated online processes; mobile platforms are also being promoted.
3. This move upgrades Chrome from a "passive browser" to an "AI browser," with a structural impact on the browser and search ecosystems.

Fourth, Microsoft has increased its AI data center investment in Wisconsin to over $7 billion, claiming it will build the "world's most powerful" AI center.

1. With the addition of approximately $4 billion in projects, the state's total investment exceeds $7 billion; early facilities are scheduled to come online in early 2026.
2. The cluster utilizes "hundreds of thousands" of NVIDIA GPUs interconnected by ultra-long fiber optic cables, aiming to train cutting-edge large models and achieve approximately 10 times the performance of the fastest current supercomputer.
3. Supporting commitments include prepaid power infrastructure and water conservation/cooling solutions to alleviate residents' concerns about utility prices and sustainability.

V. Italy has adopted the first comprehensive national AI law in the EU, strengthening deepfake and child protection.

1. The law aligns with EU AI law and specifies penalties of 1-5 years for harmful misuse of AI, including deepfakes.
2. Require parental consent for the use of AI by children under the age of 14, and specify safety and transparency requirements for workplace, healthcare, education, and other scenarios.
3. Establish an industry fund of up to €1 billion to support innovation in AI, cybersecurity, and communications companies.

VI. QuestMobile: Baidu AI Search Reaches 365 Million Monthly Active Users in August, Leading the Industry

1. The number of monthly active users reached 365 million in August, maintaining a growth trend both month-over-month and year-over-year (disclosed on September 19).
2. Baidu Completes Its Largest Search Redesign in a Decade This Year, Expanding AI Search Capabilities to Cover Results Pages and Ecosystem Services.
3. The high-frequency use cases of AI search have expanded, making it a key entry point for the implementation of generative AI in China.

VII. The 2025 CCF-Baidu Pinecone Fund announced its review results, with 29 young scholars receiving funding.

1. The list will be announced on September 19th. The project period is one year, focusing on eight major areas, including AI4S (AI for Science/Industry/Society).
2. A comprehensive funding package is provided, including "millions of RMB in project funding plus tens of millions of RMB in platform/data/technical support."
3. The goal is to improve the efficiency of original research transfer from universities and research institutions, and accelerate basic AI research and industrialization.

VIII. Huawei Connect Conference: CloudMatrix Super Node Plan Increased to 8192 Cards, Targeting Clusters of 500,000-1 Million Cards

1. Huawei Cloud announced the launch of the CloudMatrix 384-card specification, which will be upgraded to 8192-card Super Nodes in the future.
2. Propose an evolutionary path for ultra-large clusters supporting 500,000 to 1,000,000 cards and release EMS elastic memory storage to reduce multi-round conversation latency.
3. Focus on deploying AI cloud services, industry-wide large models, embodied intelligence, and full-stack AI agent capabilities.

IX. The China-ASEAN Expo will feature a 10,000-square-meter AI pavilion, showcasing a variety of humanoid robots and intelligent agents.

1. The 22nd CAEXPO will be held in Nanning (September 17-21), featuring a 10,000-square-meter pavilion dedicated to AI and new productivity for the first time.
2. Demonstrate AI applications and products such as voice translation, AI+AR glasses, and embodied robots.
3. Promote cross-border collaboration and implementation of AI in cultural tourism, manufacturing, travel, and other cross-border scenarios.

10. Guangxi's first offline "AI Digital Pharmacist" is online, covering 250,000 drug information

1. Released during the East China Expo, it supports medication queries and multilingual guidance for 14 major disease categories.
2. It provides elderly adaptation modes, medication reminders and interaction analysis, improving grassroots and cross-language medication accessibility.
3. Explore the standardization and security boundaries of AI in universal medical and health services.

Frequently Asked Questions (Q&A)

Q: What is the direct impact of Nvidia's investment in Intel?

A: In the short term, it will boost Intel's stock price and market confidence (approximately +23%), creating a differentiated combination of "Intel CPU + Nvidia GPU/RTX SoC." In the medium term, it may compress AMD's market share in data centers and PCs, and prompt the foundry and packaging supply chains to reassess their production capacity and adaptability to interface standards (such as NVLink).

Q: What is the key significance of the US-UK "Technology Prosperity Agreement" for the AI industry?

A: By providing cross-border institutional and financial commitments for AI infrastructure (GPUs, data centers, supercomputing) and applications (medical care, drug development, etc.), coupled with corporate investment (totaling over £150 billion), it will accelerate the upgrade of the UK's domestic computing power and industrial ecosystem, while also driving the deeper penetration of US manufacturers in Europe.

Q: With Google integrating Gemini into Chrome, what changes will users immediately notice? A: Gemini and "AI Mode" have appeared on desktop, allowing for summarization, planning, and automated steps within the same browsing session. For regular users, it's an "AI assistant without having to jump to other sites," while for the content and search ecosystem, it's an "AI portal before the browser" and "agent-style tasks." Regulators will be watching for potential bundling and competition issues. Q: What are the latest highlights of the domestic AI application layer? A: AI search has become a high-frequency portal (e.g., Baidu AI search has 365 million monthly active users). Combined with intelligent entities in vertical scenarios like healthcare (e.g., "AI Digital Pharmacist") and large-scale industry models/cloud platforms (e.g., Huawei's CloudMatrix approach), this presents a "portal + scenario + computing power" trinity approach.